Client Operations Specialist – Renewals | Remote, USA

Optiv is hiring a Client Operations Specialist – Renewals to join our United States team and serve as a vital sales-support partner driving recurring renewal revenue. If you thrive in a fast-moving environment where accuracy, relationships, and margin strategy intersect, this role offers the chance to make an immediate impact.

About the Role

The Client Operations Specialist – Renewals (COS-R) partners closely with Client Managers and Client Directors to manage their book of recurring renewal and maintenance contract business. Supporting the Great Lakes region, you will proactively prepare quotes, process orders, resolve customer questions, and untangle issues so that field sellers can focus on face-to-face client meetings. By managing the renewal pipeline end to end, you help protect and grow Optiv's gross margins while delivering a seamless client experience.

Key Responsibilities

• Monitor renewal business in Salesforce.com, generating timely quotes, validating service contracts, auditing accounts, and managing the full renewable pipeline.
• Respond quickly and accurately to internal teams, clients, manufacturers, and distributors while delivering outstanding service.
• Identify upsell, cross-sell, multi-year, co-term, and technology-refresh (EOL/EOS) opportunities in partnership with the client team.
• Recommend competitive pricing strategies using pricing tools, and negotiate discounts with vendors and distributors to maximize value and margin.
• Prepare and submit accurate purchasing orders and provide system reporting on request.
• Act as liaison between client-facing leaders and Optiv's internal business units, and complete client documentation such as RFPs and supplier forms.
• Maintain account health, data integrity, and credit standing while following up across the renewals sales cycle.
• Participate in compliance training, systems improvements, user-acceptance testing, and ongoing product, industry, and career development.

Qualifications

• Associate's degree (A.A.) or equivalent, or six months to one year of related experience/training, or an equivalent combination (preferred).
• Two or more years in a Business-to-Business sales or client services role (required); renewal contract management experience preferred.
• Prior CRM experience required, with Salesforce.com preferred; two years in technical or IT industries preferred.
• Intermediate Microsoft Outlook, Word, and Excel skills plus confident internet navigation.
• Proven ability to juggle competing priorities in a request-driven, fast-paced setting.
• Strong organization, sound independent judgment, relationship-building skills, and solid functional arithmetic.

About Optiv

Optiv champions an inclusive culture through Employee Resource Groups, work/life balance, professional training resources, complex problem-solving, and community engagement via "Optiv Chips In." Where applicable, we provide the technology to work productively from home. Optiv is an equal opportunity employer.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.